PEC-WFM/Current/Supervisor/TmOffRls - Revision history

Mary.hachey@genesys.com: Published

2021-04-12T14:21:58Z

Published

Mary.hachey@genesys.com: Published

2021-04-12T14:15:45Z

Published

Mhachey: Published

2020-09-18T23:09:24Z

Published

Mhachey: Published

2020-08-21T14:50:54Z

Published

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WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:39:43Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:49:51Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

2020-06-08T15:24:01Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Time-Off Rules
|TocName=Time-Off Rules
|Context=Learn how to use time-off rules to control how agents' time-off hours are accrued and awarded, and define options for time-off requests.
|ComingSoon=No
|Platform=PureEngage
|Role=Supervisor
|Application=Workforce Management
|Section={{Section
|alignment=Vertical
|structuredtext=One example of how you might use time-off rules is to set different accrual rates for paid time off depending on how long an agent has been employed.

Use the Time-Off Rules panes to:

*{{Link-SomewhereInThisManual|topic=CfgTmOffRls|anchor=t-0|display text=Create}} and {{Link-SomewhereInThisManual|topic=CfgTmOffRls|anchor=t-1|display text=edit}} time-off rules includes setting {{Link-SomewhereInThisManual|topic=CfgTmOffRls|anchor=TORlsPrp|display text=Properties}} and {{Link-SomewhereInThisManual|topic=RlsFrRqts|anchor=top|display text=Rules for Requests}}
*{{Link-SomewhereInThisManual|topic=CfgTmOffRls|anchor=t-2|display text=Delete}} time-off rules
*{{Link-SomewhereInThisManual|topic=CfgTmOffRls|anchor=t-3|display text=Copy}} time-off rules
*{{Link-SomewhereInThisManual|topic=AssgTmOffRls|anchor=top|display text=Associate}} agents and time-off types with a time-off rule

You can configure:

*Multiple time-off rules for each time-off type
*A single time-off rule for multiple time-off types
*A single time-off rule for one time-off type
|Status=No
}}{{Section
|sectionHeading=How time-off rules work
|anchor=HowTime-OffRulesWork
|alignment=Vertical
|structuredtext=The following points explain how time-off rules work:
<ul>
<li>Time off can be either accrued or awarded.</li>
<li>If you change a time-off rule, the agent's carry-over time-off hours for that time-off type are calculated immediately, and the new rule applies from the time of the change. Time-off rules can change during configuration of the site, the agent, or the time-off rule.</li>
<li>If agents with time-off rules for one or more time-off types are transferred to a different site during synchronization, the time-off rules associated with the agents remain, but they are no longer active. To enable agents to continue to accumulate time off, you must manually assign agents time-off rules for the new site. When WFM calculates carry-over for these agent, it calculates the time off at the old rate until the Stop Date and at the new rate from the Stop Date until the Carry-Over date.

{{NoteFormat|Time-Off carry-over occurs automatically by default. You can turned it off in the WFM Server Application Options.|2}}</li>
<li>If an agent becomes unassigned (is no longer associated with a site) he or she keeps the assigned time-off rules. However, WFM sets the date, on which the agent was removed from the site as the Stop Date, and time off is accrued, based on the rules from the former site only up to that date. The agent can continue to accrue time off, only if you assign the him/her to a site and assign another time-off rule.</li>
</ul>
|Status=No
}}
}}

@@ Line 33: / Line 33: @@
 {{NoteFormat|Time-off carry-over occurs automatically by default. You can turn it off in the WFM Server Application options.|2}}</li>
 <li>If an agent becomes unassigned (is no longer associated with a site) he or she keeps the assigned time-off rules. However, WFM sets the date, on which the agent was removed from the site as the Stop Date, and time off is accrued, based on the rules from the former site only up to that date. The agent can continue to accrue time off, only if you assign him/her to a site and assign another time-off rule.</li>
 </ul>
 |Status=No

@@ Line 59: / Line 59: @@
 *Configure rules for time-off requests. See {{Link-SomewhereInThisVersion|manual=Supervisor|topic=TmOffRls|anchor=RlsFrRqts|display text=Rules for requests}} and part 2 of this video series.
 *Assign agents and time-off types to this rule. See {{Link-SomewhereInThisVersion|manual=Supervisor|topic=TmOffRls|anchor=AssgTmOffRls|display text=Assigning Time-off rules}} and part 3 of this video series.
-|structuredtextwide={{AnchorDiv|TORlsPrp}}
+|structuredtextwide={{AnchorDiv|TORlsPrp}} {{AnchorDiv|TypAcrdAwrd}}
 ===Rule properties===
 You can configure the following properties for Time-Off Rules:

@@ Line 35: / Line 35: @@
 <li>If an agent is unassigned from a time-off rule for any time-off type (by setting the End Date for this time-off rule) and is not assigned this time-off type by any other time-off rule (no other record exists with a Start Date for this time-off type) then the agent can request time off for this time-off type but the balance is no longer accrued.</li>
 </ul>
 |Status=No
 }}{{Section

@@ Line 5: / Line 5: @@
 |Context=Learn how to use time-off rules to control how agents' time-off hours are accrued and awarded, and define options for time-off requests.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Supervisor
 |Application=Workforce Management

PEC-WFM/Current/Supervisor/TmOffRls - Revision history

Mary.hachey@genesys.com: Published

Mary.hachey@genesys.com: Published

Mhachey: Published

Mhachey: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"